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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,189 | $99,668-94.8% | $86,451-94.0% | $134,545-96.1% |
| Participation rate | 78.9% | 82.1%-3.1pp | 80.3%-1.4pp | 81.2%-2.3pp |
| Annual return | 0.00% | 6789.61%-6789.6pp | 4398.51%-4398.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,444 | $7,249-52.5% | $6,953-50.5% | $6,401-46.2% |
| Admin fee / account holder | $364 | $8,377-95.7% | $6,734-94.6% | $11,431-96.8% |